See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,024 | $81,446-84.0% | $103,374-87.4% | $80,874-83.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.96% | 25.57%-12.6pp | 24.89%-11.9pp | 35.62%-22.7pp |
| Employer contribution / active EE | $1,943 | $3,107-37.5% | $3,869-49.8% | $2,756-29.5% |
| Participant deferral / active EE | $1,828 | $3,870-52.8% | $5,058-63.9% | $4,297-57.5% |
| Admin fee / account holder | $1,577 | $6,715-76.5% | $8,394-81.2% | $6,935-77.3% |